In today’s mailbag episode, we’re answering a question from Bobby about Social Security. He plans to keep working for another two years but wonders if he should start taking his benefits now since he’s reached full retirement age. Is it a smart move, or could waiting be a better strategy?
While everyone’s situation is unique, Frank will share how he helps clients determine the right time to start claiming benefits. Tune in to hear Frank’s insights, key factors to consider, and how timing your benefits could impact your long-term financial security.
Here’s what we discuss in this episode:
0:00 – Intro
0:53 – Tax implications of taking Social Security early
1:47 – How Frank helps clients answer this question
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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